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SMS Privacy Policy and SMS Terms & Conditions

SMS Privacy Policy

Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). If you wish to be removed from receiving future communications, text STOP to opt out.

SMS Terms & Conditions

You agree to receive text messages from Vital at the number provided.

Messages may include informational messages (appointment reminders, responses to your inquiries, account-related updates) and marketing messages (event invites).

Message frequency varies. Message and data rates may apply.

For help, reply HELP or email us at info@vitalretirement.com. You can opt out at any time by replying STOP.

Vital Wealth and Retirement logo
2800 Caballo Ranch Blvd.
Cedar Park, TX 78613(512) 695-7715

Mon–Fri 9am–5pm

At Vital Wealth and Retirement, we specialize in crafting bespoke financial strategies for high-net-worth individuals. Our team of experts is dedicated to guiding you toward financial security and prosperity with personalized wealth management solutions that reflect your unique goals and aspirations. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. Click here for Privacy Policy, Form CRS & ADV Part 2A SMS Privacy and Terms

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Cedar Park, Texas